BILLINGS ROTARY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BILLINGS ROTARY FOUNDATION (EIN 20-4048858)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-09
- IRS object ID
- 202502829349300400
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T00:38:17-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480567703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINION LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 N BROADWAY 4TH FLOOR | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204048858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLINGS ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 4066563309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1491 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591031491 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRELL E EHRLICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4066705495 | PhoneNum |
| Signature | 2025-10-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL MILLER | PreparerPersonNm |
| PTIN | P00031554 | PTIN |
| Phone | 4062455136 | PhoneNum |
| Preparation | 2025-10-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DARRELL E EHRLICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1981 PRYOR LANE | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $278,664 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | PUBLIC BENEFIT WITHOUT MEMBERS | OtherOrganizationDsc |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE BILLINGS ROTARY CLUB IN ITS EFFORTS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AMONG ITS' MEMBERS TO SERVE ITS' COMMUNITY AND SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,610 | PYContributionsGrantsAmt |
| CY Contributions Grants | $151,839 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,522 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,231 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,713 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,291 | CYOtherRevenueAmt |
| PY Total Revenue | $85,845 | PYTotalRevenueAmt |
| CY Total Revenue | $187,779 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,753 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,849 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,434 | PYOtherExpensesAmt |
| CY Other Expenses | $10,746 | CYOtherExpensesAmt |
| PY Total Expenses | $39,187 | PYTotalExpensesAmt |
| CY Total Expenses | $93,595 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $46,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $94,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $853,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,003,429 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $852,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,002,429 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE BILLINGS ROTARY CLUB IN ITS EFFORTS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AMONG ITS' MEMBERS TO SERVE ITS' COMMUNITY AND SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,500 | ExpenseAmt |
| Grant | $33,500 | GrantAmt |
| Desc | COLLEGE SCHOLARSHIPS TO ELEVEN INDIVIDUALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,080 | ExpenseAmt |
| Grant | $14,080 | GrantAmt |
| Desc | RAISE FUNDS TO PROVIDE THANKSGIVING AND CHRISTMAS FOOD BASKETS TO THE NEEDY THROUGH FAMILY SERVICE, INC. (AN UNRELATED 501(C)(3)). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,950 | ExpenseAmt |
| Grant | $5,950 | GrantAmt |
| Desc | CONTRIBUTION TO SALVATION ARMY (AN UNRELATED 501(C)(3) FOR OPERATING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,319 | ExpenseAmt |
| Grant | $29,319 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,319 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $29,319 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $82,849 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARRELL EHRLICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4066705495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1491 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591031491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ALLAN KARELL | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BILL DUTCHER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DAN MILLER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DARRELL E EHRLICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN STEWART | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOHN VONDRA | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT G MICHELOTTI JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SANDY WONG | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| TEEAYR ATOR | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| TOM WEBBER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ZACK DUNN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE MARAGOS | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $31,499 | FundraisingAmt |
| All Other Contributions | $120,340 | AllOtherContributionsAmt |
| Total Contributions | $151,839 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,247 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $854 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,128 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,144 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,984 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,984 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,596 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $31,499 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,741 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,145 | TotalRevenueColumnAmt |
| Exclusion | -$4,145 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,779 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,085 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$4,145 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,849 | TotalAmt |
| Program Services | $45,849 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,500 | TotalAmt |
| Program Services | $34,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400 | TotalAmt |
| Management And General | $1,400 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180 | TotalAmt |
| Management And General | $180 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604 | TotalAmt |
| Management And General | $604 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| STUDENT GUEST MEALS | $629 | $629 |
| RYLA TRANSPORTATION | $270 | $270 |
| PRODUCTION TAXES | $145 | $145 |
| FOREIGN TAXES | $18 | $18 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,595 | TotalAmt |
| Program Services | $82,849 | ProgramServicesAmt |
| Management And General | $10,746 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,672 | BOYAmt |
| EOY | $27,352 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,911 | BOYAmt |
| EOY | $102,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,673 | BOYAmt |
| EOY | $3,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,582 | BOYAmt |
| EOY | $863,440 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,351 | BOYAmt |
| EOY | $7,351 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,189 | BOYAmt |
| EOY | $1,003,429 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $1,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,689 | BOYAmt |
| EOY | $1,002,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,689 | BOYAmt |
| EOY | $1,002,429 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,189 | BOYAmt |
| EOY | $1,003,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $94,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $55,556 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,435 | CurrentTaxYearAmt |
| Total | $419,927 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,435 | CurrentTaxYearAmt |
| Total | $419,927 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $117,353 | SubstantialContributorsTotAmt |
| Public Support Total170 | $302,574 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,101 | CurrentTaxYearAmt |
| Total | $114,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $534,677 | TotalSupportAmt |
| Public Support CY170 | 0.56590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,742 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,588 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $105,330 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,927 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,815 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $93,742 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,030 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,897 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $84,927 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,917 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,887 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $77,030 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,011 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,906 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $88,917 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | TO BE USED FOR CHARITABLE ACTIVITIES, INCLUDING SCHOLARSHIPS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SILENT AUCTION & 50/50 | Event1Nm |
| Gross Receipts Event1 | $28,815 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,865 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,000 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $4,552 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,175 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $786 | OtherDirectExpensesEvent1Amt |
| Event2 | MEMORIAL DAY PARADE | Event2Nm |
| Gross Receipts Event2 | $11,280 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,549 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $731 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,228 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $40,095 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,499 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,596 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $4,552 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,175 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,014 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,741 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,145 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FAMILY SERVICE INC | ||||||||
| 3927 1ST AVENUE SOUTH | BILLINGS | MT | 59101 | 810232120 | 501(C)(3) | $14,080 | $0 | FUNDS WERE PROVIDED TO PURCHASE AND PROVIDE FOOD BASKETS FOR LOW INCOME FAMILIES |
| SALVATION ARMY | ||||||||
| 2100 6TH AVE NORTH | BILLINGS | MT | 59101 | 941166347 | 501(C)(3) | $5,950 | $0 | ASSITANCE FOR LOW INCOME INDIVIDUALS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $33,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR FAMILY SERVICE, CLUB MEMBERS ARE INVOLVED IN PACKING FOOD BASKETS. FOR SALVATION ARMY, FUNDS WERE CONTRIBUTED TO GENERAL OPERATIONS. FOR SCHOLARSHIPS, STUDENTS' GRADES ARE OBTAINED AND THE FOUNDATION FOLLOWS UP TO ASCERTAIN THAT THE STUDENTS ARE ENROLLED IN A COLLEGE OR UNIVERSITY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III LINE 4D | DISBURSEMENTS TO UNRELATED 501(C)(3) ORGANIZATIONS - EXPENSES GRANTS MONTANA BOY SCOUTS OF AMERICA $2,500 $2,500 YWCA $2,500 $2,500 BOYS & GIRLS CLUB $2,500 $2,500 YELLOWSTONE COUNTY MUSEUM $1,619 $1,619 YELLOWSTONE ART MUSEUM $2,000 $2,000 BILLINGS SYMPHONY $2,500 $2,500 ST VINCENT DEPAUL $1,200 $1,200 BILLINGS CATHOLIC SCHOOLS $1,000 $1,000 OUR MONTANA $ 500 $ 500 HOODIES FOR HEROES $3,500 $3,500 VETERANS NAVIGATION NETWORK $1,000 $1,000 ADAPTIVE PERFORMANCE CENTER $1,000 $1,000 DOG-TAG BUDDIES $1,000 $1,000 BILLINGS PUBLIC SCHOOLS EDUCATION FOUND. $1,000 $1,000 COMMUNITY LEADERSHIP DEVELOPMENT, INC $2,000 $2,000 -------- -------- 25,819 $25,819 DISBURSEMENT TO SUPPORT ROTARY YOUTH EXCHANGE STUDENT $1,000 $1,000 DISBURSEMENT FOR LIBERIA WELL $2,500 $2,500 -------- -------- $29,319 $29,319 ====== ====== |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 RETURN WAS REVIEWED BY THE BOARD MEMBERS AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL MAKE THE 990 AVAILABLE TO THE PUBLIC AT: 1981 PRYOR LANE BILLINGS, MT 59102 |
| FORM 990; PART XII; LINE1 | ORGANIZATION RECOGNIZED ACCOUNT RECEIVABLES AND PAYABLES. |
Comments